Synopsis
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of whats important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
Episodes
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What the Best Advisors Do Part One
07/09/2024 Duration: 31minThis weekend Ritholtz Wealth Management Lead Advisor Blair duQuesnay joins us to discuss her career as a financial advisor, the best skills to have in the industry, and much more!Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Should I Be Using Muni Bonds?
06/09/2024 Duration: 16minKnowing that we live relatively modestly and would like to leave money for future generations, are we crazy to be investing in muni bonds?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Bumpy Road Ahead
05/09/2024 Duration: 09minWall Street took a hit on the first day of trading in September, which historically is one of the worst months for the market. I joined CBS Mornings to discuss.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Can I Retire at 45?
04/09/2024 Duration: 14minI'm 45, on sabbatical, and I'm hoping I don't have to go back to my job. Can I walk away?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Options for My Solo 401(k)
03/09/2024 Duration: 12minWith my Vanguard Solo 401(k) recently taken over by Ascensus, what are my options going forward?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Retirement Withdrawal Strategy
02/09/2024 Duration: 12minI think we're in good shape for retirement, but I'm a bit unsure when it comes to our withdrawal strategy.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Less Tolerant of Risk as I Age
01/09/2024 Duration: 11minKnowing that I'm less tolerant of risk as I age, how should I reallocate my investments?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Managing Future Retirement Contributions
31/08/2024 Duration: 12minGiven some recent tax hits, how should we be managing our retirement contributions going forward?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Concerns With Potential Early Retirement
30/08/2024 Duration: 21minWe're considering early retirement, and even though I think we're in a good position, I still have some concerns.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Can We Afford Another Home?
29/08/2024 Duration: 15minI think we can buy a second home, my husband isn't so sure. Who's right?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Retirement Planning With an Age Difference
28/08/2024 Duration: 21minGiven our age difference, are we facing any potential issues with our retirement planning?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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A Financial Transformation
27/08/2024 Duration: 21minAfter feeling completely lost, I finally feel like I've got a handle on my finances. Am I checking all the boxes?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Retirement Planning at 28
26/08/2024 Duration: 11minNow that I'm making some "real" money at the age of 28, how should I be preparing for my future retirement?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Okay to Retire in Seven Years?
25/08/2024 Duration: 15minAm I on track to retire in seven years at the age of 60?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Already Retired, Is Our Plan Okay?
24/08/2024 Duration: 17minGiven that we're already retired in our mid 50s, is our long-term financial plan a solid one?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Retirement Income Taxes
23/08/2024 Duration: 14minCertain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Should I Be Tweaking My Investments?
22/08/2024 Duration: 19minWith a potential job change on the horizon, are there any tweaks that should be made to my retirement plan?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Afraid to Spend in Retirement
21/08/2024 Duration: 22minI'm terrified to spend in retirement and need your guidance on best strategies to ensure I can enjoy this time without constantly worrying.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Can We Retire Comfortably at 70?
20/08/2024 Duration: 19minI think we should have enough money to retire (not work at all) even if we live to 90, but I need a second opinion.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Decrease Retirement Contributions for Downpayment?
19/08/2024 Duration: 15minDoes it make sense to decrease our retirement contributions to save more cash for a potential house purchase downpayment?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.